Aumni
Filament

Ask questions about your Aumni data

Connect Aumni to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Aumni tracks portfolio valuations and fund performance, but understanding which deal sources produce your best returns or how portfolio company metrics correlate with exit multiples requires connecting to your CRM and financial systems. Filament links your Aumni investment data to other tools and answers questions about portfolio performance, capital efficiency, and investment patterns in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Aumni KPIs with Filament Analytics

Connect your Aumni account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Aumni metrics you can track in Filament:

Portfolio Company Valuations
Track portfolio company performance with current valuation, fair value measurements, valuation date, and valuation methodology. Compare valuations across your portfolio to identify top performers and underperforming investments.
records:
company_idvaluation_amountvaluation_datefair_value_methodperformance_metrics
Fund Performance
Monitor fund-level returns with IRR calculations, TVPI multiples, DPI metrics, RVPI ratios, and net asset value. Build a kpi dashboard tracking fund performance against benchmarks and investor commitments.
records:
fund_idirrtvpidpirvpinav
Investment Transactions
Track capital deployment with investment date, transaction amount, investment type, ownership percentage, and round details. Analyze investment pacing and capital allocation across your portfolio.
records:
transaction_idinvestment_dateamountinvestment_typeownership_stakeround_name
Capital Calls and Distributions
Monitor cash flows with capital call amounts, distribution amounts, payment dates, and waterfall calculations. Track capital deployment rates and distribution timing for investor reporting.
records:
call_idcall_amountdistribution_amountpayment_datewaterfall_tier
Cap Table Data
Analyze ownership structures with equity positions, share classes, dilution percentages, and voting rights. Track how ownership stakes change across funding rounds and exits.
records:
company_idshareholder_idequity_positionshare_classdilution_percentage
Portfolio Company Profiles
Access company details with founding date, industry sector, funding stage, employee count, and revenue metrics. Segment your portfolio by sector, stage, or performance for business analytics.
records:
company_idcompany_nameindustryfunding_stageemployee_countrevenue
Cash Flow Projections
Review financial forecasts with projected cash flows, burn rate, runway calculations, and funding requirements. Model portfolio company needs and plan future capital calls.
records:
company_idprojection_datecash_flowburn_raterunway_months
Investment Returns
Calculate realized and unrealized returns with exit values, holding periods, return multiples, and gain calculations. Track which investment strategies and sectors deliver the strongest returns.
records:
investment_idexit_valueholding_periodreturn_multiplerealized_gain
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Combine Aumni with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Aumni lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Aumni data gets even more powerful when combined with other tools:

Aumni
Salesforce

Aumni + Salesforce

Connect Aumni portfolio performance with Salesforce deal pipeline to see which referral sources or sectors produce your strongest returns. Track how long opportunities stay in pipeline before investment and which deal characteristics predict successful exits.

Aumni
Xero

Aumni + Xero

Connect Aumni investment transactions with Xero accounting to reconcile capital calls, distributions, and management fees. Build a kpi dashboard tracking cash flows across your funds and portfolio companies without manual reconciliation.

Aumni
HubSpot

Aumni + HubSpot

Connect Aumni portfolio data with HubSpot deal tracking to analyze which deal sources and sectors deliver the best IRR. See how your sourcing strategy aligns with actual portfolio returns and identify patterns in your most successful investments.

Benefits of Filament's Aumni Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Aumni account

Connect your Aumni account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Aumni data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Aumni dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Aumni integration FAQ

Everything you need to know about connecting Aumni with Filament and getting the most out of your data.